Great product: easy to use and efficient!
I use Expensify to track my expenses and produce my expense account. Love the app as I am often on the road and I can upload quickly and …
Starting at $0 per month
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What is Expensify?
Expensify automates the entire spend management process. Scan receipts, track mileage, submit and approve expenses, manage corporate cards, reimburse employees, pay bills, send invoices, and book travel. Built for individuals and companies of all sizes, anywhere in the world.
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Popular Features
- Employee Expense Reporting (10)7.777%
- Customizable Approval Policies (8)7.171%
- Advanced OCR (8)7.171%
- Duplicate Bill Detection (8)6.969%
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Pricing
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$5
Cloud
per month per user
Control
$9
Cloud
per month per user
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttp://use.expensify.com/pricing
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Expensify mobile app demo
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What is Expensify?
Expensify helps users to save time on expense management whether they are self-employed, starting a small business, scaling a startup, or managing a global enterprise company.
Here are just a handful of its capabilities:
Here are just a handful of its capabilities:
- Scan receipts - a photo can be snapped of any physical receipt and Expensify's SmartScan technology transcribes the details. Digital receipts can be forwarded to receipts@expensify.com or an integration can be used for automatic scanning.
- Mileage tracking - log trips in miles or kilometers for tax purposes or for reimbursement.
- Import cards - corporate cards can be synced with Expensify for full visibility into company spend, automatic receipt matching, and reconciliation.
- Expensify Card - the Expensify company credit card offers up to 2% cash back, 50% off your Expensify bill, realtime alerts, spend limits, admin controls, and more.
- Submit expenses - expense rules can be set to code everything automatically, and reports can be scheduled to submit on a custom cadence.
- Approve reports - one or more layers of approval can be set up and Guided Review enables users to focus on risky or outlier expenses.
- Employee reimbursement - teams can be paid in as little as one business day, across town or around the world.
- Bill payment - capture details from vendor bills for automatic approval and payment.
- Invoicing - create and send invoices, collect payments, and sync with accounting software.
- Travel booking - book flights, hotels, and cars in a simple chat with Concierge.
- Accounting sync - major accounting packages including QuickBooks, NetSuite, Sage, and Xero can be connected.
Expensify Features
Expense Management Features
- Supported: Employee Expense Reporting
- Supported: Corporate Card Reconciliation
Payment Management Features
- Supported: Customizable Approval Policies
- Supported: Financial Document Management
- Supported: Payment Status Tracking
- Supported: Payment Audit Trail
- Supported: Duplicate Bill Detection
- Supported: Advanced OCR
- Supported: Electronic Funds Transfer
- Supported: PCI Compliant Security Measures
Expensify Screenshots
Expensify Video
Expensify mobile app demo
Expensify Integrations
Expensify Competitors
Expensify Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Mobile Web |
Expensify Downloadables
Frequently Asked Questions
Expensify automates the entire spend management process. Scan receipts, track mileage, submit and approve expenses, manage corporate cards, reimburse employees, pay bills, send invoices, and book travel. Built for individuals and companies of all sizes, anywhere in the world.
Expensify starts at $0.
Reviewers rate Payment Audit Trail highest, with a score of 8.
The most common users of Expensify are from Mid-sized Companies (51-1,000 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Expensify is a versatile expense management software that solves the problem of tracking and managing employee corporate expenses. Users appreciate its ability to connect with corporate credit cards, simplifying the process of reporting transactions and providing crucial details and receipts. This feature is particularly useful for consultants who frequently travel, as it enables them to easily upload and tag receipts to expense reports. Expensify is widely used across organizations to record expenses across all departments, addressing the issue of expense approval workflow and eliminating the need for physical receipts. Additionally, the software streamlines the reimbursement process, eliminating paperwork and keeping budgets in check. Users commend Expensify's simplicity and efficiency, making it highly recommended for its seamless integration with travel software and other finance systems. It is commonly leveraged by sales teams for recording travel expenses and customer meetings, allowing for accurate job costing and client budgeting. The platform's interface is intuitive and user-friendly, with a sleek mobile app that receives high praise from users, especially frequent travelers.
Email Receipts: Users appreciate the ability to email receipts directly to Expensify as it matches up the email with the expense and makes capturing receipts with OCR awesome. This feature is highly praised by many reviewers for its convenience and effectiveness in keeping track of expenses.
Manual Creation of Expenses: The option to manually create expenses is seen as easy and straightforward by users. They can enter expenses, choose categories, input amounts, and submit them effortlessly. Many reviewers have found this feature user-friendly and efficient.
Automatic Expense Creation based on OCR: Users find the automatic creation of expenses based on optical character recognition OCR to be a time-saving feature. The system reads receipts and automatically fills out expense information, which has been appreciated by several reviewers for its efficiency and accuracy.
Cons:
- Quality Issues: Some users have experienced quality issues with the product, including defects and malfunctions. Several reviewers mentioned that the product did not meet their expectations in terms of durability and craftsmanship.
- Lack of Features: A common complaint among users is the absence of certain features in the product. Many customers have expressed disappointment over the lack of key functionalities that are commonly found in similar products on the market.
- Poor Customer Service: Several reviewers have reported negative experiences with customer service. Users have expressed frustration over long response times, unhelpful support staff, and difficulty in resolving issues or obtaining refunds.
These cons represent a subset of user opinions and should be considered as potential areas for improvement rather than definitive statements about the overall quality or performance of the product.
Users have made several recommendations for Expensify based on their experiences with the tool. The most common recommendations include using Expensify to manage expense reimbursement plans for teams of any size. Users find Expensify to be a useful tool in efficiently managing and streamlining the process of reimbursing expenses. They appreciate the features that help them easily track and submit expenses, as well as the ability to set up policies and guidelines for spending.
Another recommendation is to use Expensify to separate personal and business spending for tax purposes. Many users find this feature helpful in accurately reporting and tracking their finances for tax purposes. It simplifies the process of identifying and categorizing expenses, saving time and effort.
Additionally, users recommend Expensify for its functionality in keeping them updated on mileage reimbursement changes. They also appreciate being able to set spending policies within the tool, which gives them better control over budgeting and expense management.
In addition to these recommendations, some users suggest utilizing the Expensify credit card, which provides an almost automatic reimbursement process for approved expenses.
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Reviews
(1-24 of 24)Companies can't remove reviews or game the system. Here's why
March 04, 2024
Save Yourself A Lot of Time!
Score 10 out of 10
Vetted Review
Verified User
I have been using Expensify for several years. When I was in a corporate environment, it was mainly to track expenses while traveling and aid in submitting an organized report to the corporate systems. Since starting a small business, I have used it to track expenses throughout the year to make taxes easier.
- Automatically reads receipt emails and converts them to expenses
- Loads expenses from company credit card
- Allows me to set up rules to organize expenses as they come in
- Some analytics would be helpful when reviewing at year-end
- Entering multiple similar expenses has improved, but could be made easier
- Consolidating duplicates from different sources such as email and credit card, can be confusing
Score 1 out of 10
Vetted Review
Verified User
We used Expensify to track, organize and approve our expenses related to clients and employees, and to create expense reports for clients.
- The approval flows
- The report exports
- Streamlining function between addons/modules.
- Receipt capture/uploading is sometimes buggy.
- Account management can be buggy, non-descript error messages are commonplace when trying to make changes or update information.
- Support is a Teams-like chat interface that is bot-monitored. Takes time to get in touch with live help.
- In my opinion, Support is deceptive and non-transparent regarding options related to billing.
June 30, 2023
Expensify does not equal simplify
Score 1 out of 10
Vetted Review
Verified User
I use it to reimburse employees for their business-related expenses.
- It syncs to QBO well
- It's easy to reimburse employees timely
- It's easy to split expenses between departments
- Smart scan fails too often.
- It would be great if there was a REQUIRED date of purchase AI recognition.
- It would be helpful if employees could have designated departments/classes so the expenses would automatically code to the correct department.
- As an admin user adding approvers to new users seems cumbersome and error-ridden. When I try to add approvers to new employees, often times, the field is blacked out or not even an option.
- It would be great if we could easily deactivate users without going through multiple steps.
- I would like to be able to delete reports from the inbox that are old/and not correct instead of having to request the submitter to do so.
- I can hardly see the buttons on the filters in the inbox and the expenses list.
- It would be nice to be able to filter by approver.
- I don't like that user names aren't uniform. Why do some users have their email address as their username, and some people have their actual name (First and Last).
November 25, 2021
Expensify makes expense reporting easy and a little fun
Expensify allows our team to quickly enter expenses on their website. It solves the problem of having to submit expense reports manually or having to save receipts. You can save receipts on your cell phone and send them to Expensify or upload them when you are submitting reports. It's easy to use so it requires little training or setup time.
- Submitting expenses. It's easy to enter an expense, choose a category, enter the dollar amount and submit it. That's about it.
- Uploading receipts. You can send receipts to Expensify from your phone, or upload them from your computer.
- Entering hours worked. It's simple to move from expenses over to timesheets to submit the hours that you've worked.
- Keeping their political opinions out of it. I shouldn't be emailed and told to vote for a certain candidate like they chose to do before the presidential election. I didn't sign up for Fox News or CNN.
- Uploading duplicate charges. Duplicate charges are flagged, but sometimes I have multiple expenses for the same dollar amount and the same company. To get around this, I change the cents a bit ($19.99 for one and $20.01 or another).
- Every once in a while it gets a little buggy when uploading a receipt, and I have to press the back button and start again. This is pretty rare though.
We used Expensify for our entire company. We tracked all employee expenses using Expensify. It simplified our expense reporting process tremendously. It helped reduce administrative work.
- Awesome mobile app
- Very easy for employees to upload receipts
- Simplified reimbursement process
- Web experience could've been better. I preferred the mobile experience.
- Pricing model was confusing & seemed to change a lot.
- They push their products a lot.
March 05, 2020
Expensify for your money
The entire organization is using Expensify. We use it to log any reimbursements we need as well as things the company has decided to cover for us; for example, our phone bills are covered if you're in sales, and Expensify is where I log that information every month.
- Upload images from your phone or computer (receipts)
- Alerts the financial team to approve or deny the expense
- Links with your bank account for payment
- Once you submit your expense, it is not submitted. You have to double back to your "home" and go from there actually to submit the expense.
- I do wish that as those on the team are approving finances, it would tell you if someone has looked at it. Not just say it's approved.
We use Expensify to issue payments for work-related expenses for our team.
- Disbursing payments
- Autofill via receipt photos
- Remembering expense categorizations
- Sending the expenses to be approved is somewhat confusing for new users
- Having a default expenses payer is glitchy.
January 31, 2020
Expensify is a must for sales teams
We use Expensify for random business expenses such as Ubering to a meeting, ordering food for the team or client, or pretty much any time we need to use our personal credit cards for something that is related to our job.
- It helps categorize business expenses really well for our accounting department.
- The ability to upload a picture as proof or additional information is huge.
- Sometimes the ability to add a picture to a report is somewhat clumsy.
- I wish you could submit a report a bit easier.
January 23, 2020
A fun and easy to use expense management tool
We use Expensify as our expense management platform, and I've been very impressed with it. It's intuitive, easy to use, and engaging. It reads your receipts and automatically inputs and categorizes your expenses, and it's really easy to submit your expense reports and get reimbursed. I appreciate that it sends reminder emails when you have a report that you haven't submitted yet.
- An easy to use interface -- it's really self-explanatory.
- AI/machine learning -- the system automatically reads your receipts and fills out your expense information, which saves time.
- Sometimes the tool can take a little bit to read your receipts and input the information. Ideally, it would be a little quicker.
Expensify is really well suited to startups and medium-sized companies I think. The branding and experience is a bit lighter and more playful than previous tools I've used at a Fortune 500 company.
January 18, 2020
The good, and not so good about Expensify
Expensify is being used company-wide and is used to streamline expense reporting and report submission both for internal costs that staff incurs for non-billable charges and for expenses that are incurred by staff that are billable back to clients. By using Expensify we can properly attribute the expenses to clients (billable) or to internal expenses client projects (non-billable).
- Collects data from credit cards.
- Collects data from bank statements.
- Multiple-project or client billing and tracking is more work than it should be.
- Help and support is a bit cloudy and not easy to use.
January 15, 2020
You can't go wrong with Expensify!
Our company doesn't have company credit cards, so any expenses are paid by the employee's personal credit card (although many of us purchase a card we only use for work) and then are reimbursed by the company through Expensify. The whole organization uses it. However, as an organization where a few members travel internationally for work, those traveling members use it pretty consistently and for pretty significant amounts. Expensify addresses the problem of staff getting reimbursed in a quick and efficient way (and doesn't require saving a bunch of physical receipts), and our accountant is satisfied with the legal and financial side of it as well.
- Link to credit card.
- Easy tagging for company.
- Email to Expensify can create duplicates.
- Some credit cards aren't easily linked.
January 14, 2020
Expense Management Made Easy
Each department and member under that department has access to Expensify, so that we can expense qualified expenses as needed. This includes things like travel, corporate gifts to clients, etc. It addresses the ability to have an easy and unified way to track employee corporate expenses, and manage reimbursement. It's much easier than using spreadsheets.
- Great UI
- Multiple options for submitting receipts
- The app UI is a bit more streamlined than desktop
January 10, 2020
Perfect Tool for Employee Reimbursements
We use Expensify to streamline the employee reimbursement process and to keep budgets in check. In the past, reimbursements would generally involve filling out paperwork and attaching physical receipts to those reports and then it would take weeks to get all the necessary managers to sign off on it. Expensify not only eliminated all paperwork, but it also gets approvals done quickly.
- The interface is pretty simple and follows general trends with SaaS applications.
- Automated workflows get approval requests in front of the necessary people quickly. This also keeps the requested up-to-date on the status of a reimbursement.
- Understanding the true workflow between uploading a receipt and submitting a report can be a bit confusing.
- The automated receipt processing doesn't always work. Many requests end up having to be manually entered.
January 10, 2020
Easy to use Expense Management System
We use Expensify for numerous reasons:
- Reimbursement for office tools/accessories
- Reimbursement on travel expenses (meals, hotels, tickets, etc.)
- Reimbursement for meetings (prospects, partners, clients)
- Intuitive straight forward interface.
- Quick and easy to create expenses and send to appropriate managers.
- Navigating existing reports/adding to it can be a bit confusing at times.
- Search function could be a bit better.
January 08, 2020
Easy and simple expense reimbursement
We use Expensify to track and handle reimbursements for all our employees, across all teams. We also use it for candidate reimbursement when we have candidates travel for on-site interviews. It streamlines the expense process and really cuts down on the time needed to process it all, so people aren't photocopying receipts or filling out spreadsheets.
- Easy to invite new users.
- Easy workflow for approvals.
- Reporting could be more comprehensive, I have a hard time pulling very specific reports when I'm trying to track costs.
December 13, 2019
Take the hassle out of expense reporting with Expensify!
Expensify allows our team to upload expenses and get reimbursed. It's a website, it doesn't require any downloads and is a quick way to create and submit expense reports. There is also a free version which is all our small company has needed for the past three years.
- Ease of use: it's easy to learn Expensify, the layout and navigation are easy to follow.
- Reminders: you can set reminders for yourself to submit reports daily, weekly or monthly.
- Uploading receipts: you can scan receipts on your phone or take pictures and attach.
- The site occasionally has a glitch where it thinks a duplicate receipt is being uploaded, and it requires deleting the expense and re-entering. This happens once every 3 or 4 reports.
- The concierge offers popups with helpful tips. It reminds me a bit of the old paperclip on Microsoft Word. Like that paperclip however, I could see it annoying some users. I haven't found the ability to turn it off.
- It's a little confusing that expenses can be uploaded and saved onto the site, or instantly uploaded for only the report you're working on. I haven't quite figured out how why I would save the receipts on the site instead of the one-time use that I've been doing.
November 09, 2019
It actually works!
We are using Expensify across all departments in our company. The platform allows us to achieve compliance with our expense policy by specifying rules for each category.
- Ensuring compliance.
- Ease of use with mobile capture and auto-submit features.
- Fast reimbursements for the employees.
- Setting some rules per department would be helpful. Haven't figure that one out yet.
October 25, 2019
Simplify your company expense reports with Expensify!
We use Expensify to manage all of our organization's expense reporting and expense reimbursement. It makes expense reporting a breeze and allows our users to get reimbursed for their expenses in a timely manner. For the accounting department, Expensify has made their job 1000 times easier and for our IT department, we have less problems reported as we do not have to provide support for an on-premise solution.
- Expensify's mobile application makes on-the-go expense reporting easy. Just scan your receipts from your phone and they are automatically added to your expense report.
- Users don't have a difficult time creating and submitting expense reports because the process is almost fully automated.
- Setting up policies and expense report templates is a breeze with the very friendly administration GUI.
- Expensify integrates with Okta easily for a perfect SSO solution.
- The web GUI can be a bit misleading at first. However, using it a few times, users figure out where to go. I just wish the menus were a bit easier to navigate.
- Setting up SSO via Okta did not work the first time we tried it. I had to call in support for assistance, it turned out the instructions we were using from Okta were a bit off, so Expensify had to update a setting on our account to get it to work properly.
- Customer support was a bit slow to respond to my request for help. I'd like to see a bit faster response time.
October 21, 2019
Expensify Review
Being used to log and submit all work related expenses either though our desktop computers online or via our company mobile phones. The ease of using the mobile app is extremely useful especially when traveling. Great functionality in terms of capturing digital images for receipts.
- Manual creation of expenses
- Automatic creation of expenses based on OCR
- Ease of submitting via app
- Clunky messaging tool when expense report needs re-visiting.
- Not clear why expenses returned.
- Lack of notifications for returned expenses.
May 20, 2019
Expensify is great and you should use it.
We use Expensify to track all of our receipts company-wide. It's an easy way to track expenses, track reimbursements, and stay organized from an accounting perspective. It's great to not have to keep track of physical receipts. Just take a picture of it and throw it away. The categories for expenses track along with our QuickBooks categories.
- SmartScan of receipts is usually pretty accurate.
- Keeping expenses organized.
- The mobile app is great.
- The SmartScan feature sometimes has typos. I don't know enough about the technology to even know if this is something that could be better.
- The user experience is a little bit clunky when SmartScan doesn't work and you have to do things manually. Not sure a way around this, though.
August 28, 2018
Easy Reimbursement Tool
We use Expensify for reimbursements to employees. Team members travel a lot, and they often need to submit requests in Expensify for flights, train rides, Uber, meals, and other costs incurred while completing business activities for the firm. We then review and approve these requests and reimburse employees directly. It makes it more flexible for employees to pay for certain services on the job and then getting reimbursed as opposed to finding someone with a company card to pay for it.
- It is very easy to use, as long as you have a picture of the receipt.
- Easy and convenient for people to keep track of their receipts compared to keeping physical copies of receipts.
- It doesn't integrate with our other systems too well.
- Not much assistance in the beginning with setup and initial training, which could lead to subsequent problems, but overall it wasn't too difficult to navigate.
- Customer service isn't great - the only option seems to be a website chat and responses take a while.
- On the admin side, there aren't many options, particularly with the reports you can pull.
April 13, 2018
Expensify is the Expert
We use Expensify across our whole organization, in our US companies as well as our international companies. We have also connected our corporate credit cards to Expensify so that our users can more easily report their credit card transactions and provide important details and receipts easily. We have also used Expensify with users outside our company. When we host events that we will reimburse travel for, like board member travel or contractor workshop travel, these users can submit their requests for reimbursement through Expensify as easily as our employees can.
- Expensify has a user-friendly interface. Receipts can be easily uploaded onto the platform through multiple methods. Users can also download the app so, which is particularly useful while they are on travel.
- Our reps at Expensify have helped build reports that respond to our complicated multi entity needs. I have a report that I export that is in the exact format I need for journal entry template importation. This is a game changer when the monthly credit card transaction list for the journal entry is on average 800 lines!
- We are able to host employees on the platfomr from many different countries because Expensify allows for multiple policies to be set. Each policy can then be set with needs to that country, like currency and even different categories and departments to charge items to.
- Since we have our corporate cards connected to Expensify, Expensify builds reports for our employees through the month, adding their charges to the report as they are charged to the card. Expensify imports the amount, merchant and date and the user just needs to fill in a comment, add a receipt and select what the charge needs to be budgeted to. Users can also set up "rules" that automatically code recurring charges so they can "set it and forget it."
- It is very easy to add user and remove users. This comes in useful in a busy HR department when stake holders are changing all the time.
- Sometimes Expensify gets confused when receipts are emailed in and then "smart scanned" into the system. The receipt either does not get attached to the appropriate charge or it takes a very long time. I have had many users say they love this feature though and have no problem with it.
- At the beginning of the month Expensify can be slow. This may be because all of out users want to use it then or a system wide issue.
- Sometimes the system does not react well when words are typed in to the admin side when creating users. It responds much better when the info needing to be added is just copy/pasted.
June 20, 2016
Give it a try!
Expensify was the primary tool used to organize, submit, track and reimburse expenses incurred by the entire organization. Prior to the adoption of Expensify, the organization had a manual, Excel-based system of tracking expenses (the team had to fill out an excel spreadsheet, copy and attach all of their receipts, then email the entire file to someone on the finance team). Expensify was adopted by the entire organization (including a team of over 50+ independent contractors that incurred an average of $10,000 each month in reimbursable expenses) and simplified the process tremendously.
- Expensify is very easy to pick up and use. We had people at all different levels of technological expertise, but almost everyone picked it up very quickly.
- The customer service team at Expensify is very helpful and knowledgeable. They were very easy to access, and helped us during the entire implementation phase.
- Expensify works well with modern technology, and is very convenient. Most things can be done from the Expensify app, which is very helpful for an organization with a lot of travelers.
- We adopted Expensify when it was relatively new, so at the time, there were glitches occasionally in the software. This did improve as time went on, though.
- Our organization struggled with its limited customization options. Our organization was very unique, so there were a lot of areas where we wished we could have changed the functionality to fit our needs a bit better.
Expensify is easy and I was able to use it extensively on business trips, and while attending trade shows and startup conferences. I'm able to run reports and submit accurate numbers for approvals with receipts and such. It's mainly being used on an individual level, each person uses their own expense reporting system but some prefer Expensify due to the ease of use and cross-platform access. This helped us as an organization since a big portion of folks travel globally so a good app like Expensify is very handy in keeping track of expenses whether personal or for business. It also helps keep my budget in check.
- Its excellent for helping you keep track of personal and business expenses all in the same application.
- Cross-Platform support. I can work on a report on my iPhone then continue editing on my computer.
- Great features like taking immediate pictures of receipts, ability to pull info from credit cards to easily import accurate data regardless of which card you use.
- Creating reports is as easy as ever especially to send over for easy management approval all through the app. Can even export to store locally on your machine.
- I'd like to see some integration with hotel and flight reservation tools like what we currently use with Concur.
- Salesforce integration
- Upgraded and modern UI
- Multi-factor authentication leveraging SSO and TouchID perhaps to verify user for security purposes especially for business